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ERP Migration Statement Conversion Solution

📑 5 slides 👁 49 views 📅 4/29/2026
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Challenge Overview

ERP migration strained KCY IT team's resource allocation

Challenge Overview
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Solution Architecture

  • External programmer developed automated conversion process
  • Implemented column mapping and transaction classification logic
  • Created dual output formats: PDF and Excel for flexibility
  • Opening balances consolidated into single line items
Solution Architecture
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Key Features

  • Automatic segregation of Products and Parts sections
  • Transaction sorting by date rather than payment term
  • Standardized Statement of Accounts structure implemented
  • One-click processing for all Distributors capability
Key Features
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Security Compliance

  • Developed in controlled environment with dummy data
  • Maintained Distributor PI Security policy requirements
  • No live data exposure during development phase
  • Procedure fully documented for audit purposes
Security Compliance
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Benefits Achieved

  • Reduced IT team workload during critical migration
  • Consistent statement formatting across all regions
  • Faster processing with automated one-click solution
  • Maintained data confidentiality throughout process
Benefits Achieved
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